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Steward Partners Investment Advisory’s Chord Energy CHRD Stock Holding History

Steward Partners Investment Advisory’s Portfolio CHRD Stock Details CHRD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$79.3K Buy
558
+203
+57% +$22.1K ﹤0.01% 2512
2025
Q4 		$32.9K Sell
355
-50
-12% -$4.63K ﹤0.01% 2898
2025
Q3 		$40.2K Buy
405
+95
+31% +$9.99K ﹤0.01% 2708
2025
Q2 		$30K Sell
310
-19
-6% -$1.81K ﹤0.01% 2737
2025
Q1 		$37.1K Hold
329
– – ﹤0.01% 2523
2024
Q4 		$38.5K Buy
329
+36
+12% +$4.53K ﹤0.01% 2473
2024
Q3 		$38.2K Hold
293
– – ﹤0.01% 2368
2024
Q2 		$49.1K Buy
293
+275
+1,528% +$48.8K ﹤0.01% 2114
2024
Q1 		$3.21K Buy
+18
New +$2.89K ﹤0.01% 3173
2022
Q3 		– Sell
-13
Closed -$2K – 3245
2022
Q2 		$2K Buy
+13
New +$1.9K ﹤0.01% 2985
2020
Q4 		– Sell
-275
Closed – – 2889
2020
Q3 		$0 Sell
275
-12,000
-98% -$7.34K ﹤0.01% 2747
2020
Q2 		$9K Hold
12,275
– – ﹤0.01% 2065
2020
Q1 		$4K Buy
12,275
+6,000
+96% +$11K ﹤0.01% 2129
2019
Q4 		$20K Buy
6,275
+6,000
+2,182% +$17.2K ﹤0.01% 1766
2019
Q3 		$0 Hold
275
– – ﹤0.01% 2624
2019
Q2 		$1K Buy
+275
New +$1.56K ﹤0.01% 2513
2018
Q4 		– Sell
-3,258
Closed -$46K – 979
2018
Q3 		$46K Sell
3,258
-2,004
-38% -$25.4K ﹤0.01% 1225
2018
Q2 		$68K Sell
5,262
-700
-12% -$7.97K ﹤0.01% 978
2018
Q1 		$48K Buy
5,962
+1,050
+21% +$8.87K ﹤0.01% 1015
2017
Q4 		$41K Sell
4,912
-1,483
-23% -$13.7K ﹤0.01% 891
2017
Q3 		$58K Buy
6,395
+2,785
+77% +$21.8K 0.01% 655
2017
Q2 		$29K Buy
3,610
+2,797
+344% +$30.6K ﹤0.01% 770
2017
Q1 		$11K Buy
813
+4
+0.5% +$56 ﹤0.01% 911
2016
Q4 		$12K Buy
+809
New +$10.5K 0.01% 525

Other funds holding CHRD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Steward Partners Investment Advisory's CHRD Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its Chord Energy (CHRD) stake by 57% in Q1 2026, buying an estimated $22.1K and bringing the position to 558 shares worth $79.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2512.

Steward Partners Investment Advisory first reported a position in CHRD in Q4 2016 and has held it in 24 quarters since. 493 funds tracked by Wall St. Rank hold CHRD as of Q1 2026.

  • Steward Partners Investment Advisory held 558 shares of Chord Energy worth $79.3K as of Q1 2026.
  • Steward Partners Investment Advisory bought 203 Chord Energy shares in Q1 2026, an estimated $22.1K.
  • Chord Energy made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2512 holding.
  • Steward Partners Investment Advisory first reported a position in Chord Energy in Q4 2016 and has held it in 24 quarters since.
  • 493 funds tracked by Wall St. Rank held Chord Energy as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.